Plan Snapshot
- Plan Sponsor: Datacore Software Corporation
- Sponsor EIN: 650812663
- Sponsor Address: 1901 WEST CYPRESS CREEK RD, FORT LAUDERDALE, FL, 33309
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 47 | $14.4M | $184,246 | $840,644 |
| 2023 | 62 | $13.9M | $193,093 | $955,282 |
| 2022 | 59 | $11.8M | $168,196 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SAS ASSURANCE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $475 | — | — | — | — |
| 2023 | $1,552 | — | $1,200 | — | — |
| 2022 | $250 | — | — | — | — |